Betterment LLC Ishares Tr Broad Usd High Yiel Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Betterment LLC holds 146,959 shares of USHY stock, worth $5.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

146,959

Previous 84,472 73.97%

Holding current value

$5.49 Million

Previous $3.09 Million 72.56%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$35.59 - $36.41 $2.22 Million - $2.28 Million	62,487 Added 73.97%	146,959 $5.33 Million
Q1 2024 May 10, 2024	BUY	$36.0 - $36.66 $628,596 - $640,120	17,461 Added 26.06%	84,472 $3.09 Million
Q4 2023 Feb 09, 2024	SELL	$33.79 - $36.59 $114,007 - $123,454	-3,374 Reduced 4.79%	67,011 $2.44 Million
Q3 2023 Nov 09, 2023	SELL	$34.58 - $35.56 $178,571 - $183,631	-5,164 Reduced 6.84%	70,385 $2.44 Million
Q2 2023 Aug 07, 2023	SELL	$34.61 - $35.48 $290,758 - $298,067	-8,401 Reduced 10.01%	75,549 $2.67 Million
Q1 2023 May 15, 2023	SELL	$34.35 - $36.15 $112,530 - $118,427	-3,276 Reduced 3.76%	83,950 $2.98 Million
Q4 2022 Feb 13, 2023	SELL	$33.49 - $35.59 $4.29 Million - $4.56 Million	-128,241 Reduced 59.52%	87,226 $3.01 Million
Q2 2022 Aug 10, 2022	BUY	$34.25 - $38.92 $122,135 - $138,788	3,566 Added 1.68%	215,467 $7.46 Million
Q1 2022 May 16, 2022	SELL	$37.82 - $41.16 $1.14 Million - $1.24 Million	-30,084 Reduced 12.43%	211,901 $8.23 Million
Q4 2021 Feb 15, 2022	BUY	$40.46 - $41.49 $3.7 Million - $3.79 Million	91,455 Added 60.76%	241,985 $9.97 Million
Q3 2021 Nov 15, 2021	BUY	$41.23 - $41.8 $4.17 Million - $4.23 Million	101,229 Added 205.33%	150,530 $6.25 Million
Q2 2021 Aug 10, 2021	BUY	$40.95 - $41.72 $63,267 - $64,457	1,545 Added 3.24%	49,301 $2.06 Million
Q1 2021 Jun 01, 2021	BUY	$40.55 - $41.58 $1.94 Million - $1.99 Million	47,756 New	47,756 $1.97 Million

Others Institutions Holding USHY

# of Institutions

502

Shares Held

299M

Call Options Held

200

Put Options Held

View Full List

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account